Blue Ridge ESOP Associates Industry News

Blue Ridge is a proud Pre-Conference Sponsor for the upcoming 2024 Annual Employee Ownership Conference where our experts will be sharing about "Maximizing ESOP Success: Effective Communication, Cultural Engagement, and Technical Foundations". During the conference, swing by our booth for some surprise giveaways and let our professionals provide you information about our enhanced integrated services from communication to administration.

Blue Ridge is a proud Gold Sponsor at this week's Ohio Employee Ownership Conference, and our professionals will be speaking at the sessions listed below.

Blue Ridge is a proud Leader Sponsor for the upcoming Ohio/Kentucky 2024 Spring Conference, and our professionals will be speaking at the sessions listed below.

Our team of professionals will be in attendance at the upcoming conference and available to provide information about all of the services Blue Ridge is able to offer for your company.  Scott Freund will be presenting a mini-session about "Distribution Calendars".

Blue Ridge is proud to be a Leader Level Sponsor for the Iowa/Nebraska Chapter - 2024 Winter Conference & Roundtables in Cedar Rapids, IA, on February 28-29. Our professional Chad Guzinski  will be available to provide information about all of the services Blue Ridge is able to offer for your company.  Dustin Pirie will be co-leading the session, "Financing Update and Impacts of Leverage on Valuation and Repurchase Obligations".

Florida Chapter 2023 - Conference and Roundtables

August 31, 2023 - Orlando, FL

Carla Klingler - Regional Sales Director, Southeast

Sustainability – Strategy Choices and How They Affect Participant Accounts

Blue Ridge is proud to be a contributing sponsor for the OH/KY Chapter - 2022 Thoroughbred Conference on July 25, 2023 hosted by The ESOP Association for the OH/KY Chapter. Our professionals, Pete Shuler and Jim Bado will be presenting  Really Understanding the ESOP Distribution Process. Bring your distribution questions to this practical session. They'll cover the rules and regulations regarding distributions at retirement, disability, death and for any other reason. Their goal:  help you build a real-world understanding of the distribution process while avoiding any mention of code sections (sorry no guarantees). To strengthen your knowledge, we'll also discuss diversification, in-service, and thrilling acronyms like QDRO and RMD.

Blue Ridge is proud to be a contributing sponsor for the OH/KY Chapter - 2022 Thoroughbred Conference on August 4, 2022 hosted by The ESOP Association for the OH/KY Chapter. Our professionals, Tom Roback and Mark Swanson will also be attending this conference in Lexington, KY.